Princess Anne Office

30386 Mt. Vernon Road

Princess Anne, MD 21853

Financial Services

An Individualized Approach to Financial Security

An Individualized Approach to Financial Security

It's never too early )or too late) to start planning for your future, and at Landmark Insurance & Financial Group, we have a team of Financial Advisers and Analysts who know that your financial security begins with a plan distinctive to your specific needs.  We offer Financial Services to Businesses, Non-Profits, and Individuals looking to secure their future.  Our services include but are not limited to:

  • Group & Individual Retirement Planning
  • Financial Planning
  • Portfolio Review & Management
  • Investment advisory
  • Nonprofit consulting
  • Portfolio review and management
  • Asset protection strategies
  • Insurance Planning

Approach Financial Security the Landmark Way.  Call Today for a consultation at 410-651-2110.

*Advisory Representative offering Investments & Advisory services through Lincoln Financial Securities, Member SIPC

Licensed to sell securities in the following states:

Maryland, Delaware, Virginia, Pennsylvania, DC, Arkansas

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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-CARES ACT- Small Business Loan Overview   -MD Emergency Relief Support Programs    -Division of Unemployment Insurance

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Privacy/Legal Notice

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found HERE.